Specialist, Bank Relationship Management

1 week ago


Juneau, United States Lincoln Financial Group Full time

Lincoln Financial Group - Specialist, Bank Relationship Management Location: Juneau, Alaska (Remote Work Available) Requisition #: 73575 General Purpose of Job As a Specialist in Bank Relationship Management, you will support the identification, evaluation, and execution of new treasury solutions that enhance Lincoln’s product offerings and enterprise treasury services. You will also participate in the design and execution of Lincoln’s bank strategy to manage relationships and ensure the availability of products and services from banking partners. Responsibilities: Support the execution and ongoing maintenance of Lincoln’s enterprise bank relationship strategy. Assist in evaluating existing and potential future relationships with commercial banks and treasury service providers. Maintain knowledge on current banking developments and assess impacts on LFG product teams. Make recommendations on treasury services and champion them with internal clients. Assist in the review of agreements/contracts and pricing/service fees. Provide banking information to LFG product teams to support product development. Deliver on routine assignments/projects including optimizing cash balances and preparing quantitative scorecards. Identify and communicate process improvements to management. Create and maintain reports and provide analysis to stakeholders. Prepare ad hoc reports and research as needed. Minimum Requirements: 4 Year/Bachelor's degree or equivalent work experience (4 years of experience in lieu of Bachelor's). 1 - 3 Years experience in Treasury and/or Finance related to this position. Prior experience with commercial or investment banks is highly valued. Application Deadline: Applications accepted until 12/31/24. About The Company: Lincoln Financial Group helps people to plan, protect and retire with confidence. Headquartered in Radnor, PA, Lincoln Financial Group is committed to creating a diverse and inclusive environment and is proud to be an equal opportunity employer. #J-18808-Ljbffr



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